Markets are getting jittery after JPMorgan CEO Jamie Dimon pointed to potential cracks in the credit markets following a few regional bank earnings. However, Wall Street bulls continue to believe that AI will fuel the current market rally until at least the end of this year amid rising demand. Tom Lee from Fundstrat said in a recent interview with CNBC that despite credit market concerns and rising volatility, the AI trade remains strong and the S&P 500 could hit at least 7,000 by the end of the year. Here ...

Core Insights - The wealthiest 1% of Americans own nearly half of the stocks in the U.S, with baby boomers holding 53.5% of all stocks, while Gen Xers and millennials hold 21.9% and 8.5%, respectively [1] - Gen Z investors are often associated with speculative investments rather than blue-chip stocks, which may lead to short-term gains but are challenging to sustain long-term [2] Company Summaries Navitas Semiconductor - Navitas produces gallium nitride (GaN) and silicon carbide (SiC) chips, which are used in various applications including laptop chargers and EV chargers [4] - The company expects revenue growth from AI workloads processed using its chips, particularly after a deal with Nvidia, although significant revenue from this deal is not expected until 2027 [5] - Analysts predict a 42% revenue drop in 2025, but a CAGR of 40% from 2025 to 2027 as the company narrows net losses and benefits from increased adoption of its chips [6] SoundHound AI - SoundHound AI develops AI-powered audio and voice recognition tools, with significant growth coming from its Houndify platform [7] - The company serves diverse industries and has expanded through acquisitions, enhancing its ecosystem [8] - Analysts forecast a CAGR of 47% for revenue from 2024 to 2027, with adjusted EBITDA turning positive by the final year [9] Datadog - Datadog's platform helps IT professionals unify real-time data from various computing platforms, simplifying problem detection [10] - The company serves over 30,000 customers globally, positioning itself well in the expanding data observability market, which is expected to grow at a CAGR of 10.7% from 2024 to 2030 [11] - Analysts expect Datadog's revenue and adjusted EBITDA to grow at CAGRs of 22% and 19%, respectively, from 2024 to 2027 [12]

Datadog Inc. DDOG just secured its spot in the S&P 500 Index. And while the headlines are focused on the 10% surge during early trading on Thursday, Wedbush analyst Dan Ives sees a bigger story unfolding.This isn't just a ripple effect of rebalancing. It's a validation of Datadog's rising dominance in the AI-fueled observability game; the beginning of what could be a multi-quarter growth wave.Read Also: Why Datadog Shares Are Trading Higher By Over 10%; Here Are 20 Stocks Moving PremarketS&P 500 Inclusion L ...

These two companies are compelling bargains amid the current sell-off in AI stocks.The recent pullback in the stock market may have some investors on edge. The stocks selling off the most over the last couple of weeks are the same ones that led the stock market higher over the previous two years: artificial intelligence stocks.Several factors have led to the recent dip in the biggest AI stocks, including advances by China's DeepSeek AI and growing economic uncertainty. However, experts still expect a lot of ...